Anchor Investment Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
2,940
+500
| +20% | +$81.3K | 0.04% | 263 |
|
|
2025
Q1 | $448K | Sell |
2,440
-12
| -0.5% | -$2.2K | 0.04% | 269 |
|
|
2024
Q4 | $542K | Sell |
2,452
-20
| -0.8% | -$4.42K | 0.05% | 243 |
|
|
2024
Q3 | $637K | Sell |
2,472
-76
| -3% | -$19.6K | 0.06% | 234 |
|
|
2024
Q2 | $656K | Buy |
2,548
+76
| +3% | +$19.6K | 0.07% | 210 |
|
|
2024
Q1 | $672K | Buy |
2,472
+150
| +6% | +$40.8K | 0.07% | 212 |
|
|
2023
Q4 | $561K | Hold |
2,322
| – | – | 0.06% | 222 |
|
|
2023
Q3 | $584K | Sell |
2,322
-125
| -5% | -$31.4K | 0.08% | 212 |
|
|
2023
Q2 | $602K | Sell |
2,447
-170
| -6% | -$41.8K | 0.08% | 208 |
|
|
2023
Q1 | $591K | Sell |
2,617
-27
| -1% | -$6.1K | 0.08% | 214 |
|
|
2022
Q4 | $613K | Buy |
2,644
+22
| +0.8% | +$5.1K | 0.09% | 205 |
|
|
2022
Q3 | $602K | Sell |
2,622
-50
| -2% | -$11.5K | 0.09% | 196 |
|
|
2022
Q2 | $623K | Sell |
2,672
-150
| -5% | -$35K | 0.09% | 195 |
|
|
2022
Q1 | $650K | Buy |
2,822
+225
| +9% | +$51.8K | 0.08% | 211 |
|
|
2021
Q4 | $652K | Buy |
2,597
+1,075
| +71% | +$270K | 0.08% | 209 |
|
|
2021
Q3 | $321K | Sell |
1,522
-40
| -3% | -$8.43K | 0.04% | 290 |
|
|
2021
Q2 | $365K | Hold |
1,562
| – | – | 0.05% | 274 |
|
|
2021
Q1 | $356K | Hold |
1,562
| – | – | 0.05% | 259 |
|
|
2020
Q4 | $342K | Hold |
1,562
| – | – | 0.06% | 220 |
|
|
2020
Q3 | $296K | Hold |
1,562
| – | – | 0.06% | 222 |
|
|
2020
Q2 | $273K | Hold |
1,562
| – | – | 0.06% | 217 |
|
|
2020
Q1 | $224K | Sell |
1,562
-35
| -2% | -$5.02K | 0.06% | 225 |
|
|
2019
Q4 | $303K | Buy |
1,597
+212
| +15% | +$40.2K | 0.06% | 225 |
|
|
2019
Q3 | $287K | Buy |
1,385
+5
| +0.4% | +$1.04K | 0.07% | 232 |
|
|
2019
Q2 | $272K | Sell |
1,380
-100
| -7% | -$19.7K | 0.06% | 242 |
|
|
2019
Q1 | $259K | Buy |
1,480
+100
| +7% | +$17.5K | 0.06% | 238 |
|
|
2018
Q4 | $222K | Sell |
1,380
-1,095
| -44% | -$176K | 0.06% | 252 |
|
|
2018
Q3 | $534K | Buy |
2,475
+505
| +26% | +$109K | 0.12% | 172 |
|
|
2018
Q2 | $431K | Buy |
1,970
+45
| +2% | +$9.85K | 0.11% | 200 |
|
|
2018
Q1 | $439K | Buy |
1,925
+92
| +5% | +$21K | 0.11% | 192 |
|
|
2017
Q4 | $419K | Buy |
1,833
+282
| +18% | +$64.5K | 0.11% | 194 |
|
|
2017
Q3 | $309K | Buy |
1,551
+331
| +27% | +$66K | 0.09% | 223 |
|
|
2017
Q2 | $236K | Buy |
1,220
+200
| +20% | +$38.7K | 0.08% | 225 |
|
|
2017
Q1 | $165K | Hold |
1,020
| – | – | 0.06% | 260 |
|
|
2016
Q4 | $156K | Buy |
1,020
+720
| +240% | +$110K | 0.06% | 247 |
|
|
2016
Q3 | $49.9K | Hold |
300
| – | – | 0.02% | 355 |
|
|
2016
Q2 | $49.6K | Hold |
300
| – | – | 0.02% | 356 |
|
|
2016
Q1 | $45.3K | Buy |
+300
| New | +$45.3K | 0.02% | 352 |
|